thebell

전체기사

Samsung to build $17 bil foundry in Taylor to compete against TSMC Decision to build new foundry plant is to respond quickly to rising demand for chips

Translated by Kim So-in 공개 2021-11-26 08:21:26

이 기사는 2021년 11월 26일 08:19 thebell 에 표출된 기사입니다.

Samsung Electronics will build a 20 trillion won ($17 billion) chipmaking plant in Taylor, Texas, as it aims to become the world’s top system semiconductor company by 2030.

The new U.S. foundry is expected to help Samsung respond more quickly to demand from US-based fabless companies while challenging the world’s No. 1 foundry player Taiwan Semiconductor Manufacturing (TSMC).

The Korean tech giant said on Wednesday that it will invest $17 billion in its new semiconductor fabrication plant in Taylor, which is the largest investment ever made by the company in the U.S. Construction will begin in the first half of next year, with an aim to start operations in the second half of 2024.

The Taylor plant will bring Samsung’s overseas chipmaking operations to three, alongside Samsung Austin Semiconductor and Samsung China Semiconductor.

It has been pointed out that Samsung needs to improve performance in the non-memory chip sector, which accounts for 65% of the total semiconductor market, in order to further expand its size. Samsung aims to overtake bigger foundry rival TSMC by 2030.

In order for Samsung to overtake its Taiwanese rival, the tech giant has to secure technology advancement alongside greater manufacturing capacity. Samsung plans to begin mass production of chips using its 3-nanometer process node in the first half of 2022, several months earlier than TSMC, which will start mass production in the second half of 2022.

Apple, Qualcomm, Advanced Micro Devices (AMD), NVidia, and Google are among companies that use chips using 10-nanometer or below process node.

Industry officials said the Taylor plant to adopt advanced 5-nanometer or below process node, which means the company has an opportunity to expand orders from AMD and Qualcomm. Industry officials expect AMD and Qualcomm to be the first to use Samsung’s 3-nanometer process node.

Samsung's latest investment comes as the U.S. steps up efforts to boost its domestic chip production to counter China’s rising influence. The tech giant just completed its second NAND flash plant in Xian, China. Samsung is expected to expand its NAND production in China while responding to non-memory chip demand with advanced chip manufacturing technology in the U.S. (Reporting by Hye-ran Kim)
< 저작권자 ⓒ 자본시장 미디어 'thebell', 무단 전재, 재배포 및 AI학습 이용 금지 >
주)더벨 주소서울시 종로구 청계천로 41 영풍빌딩 5층, 6층대표/발행인성화용 편집인이진우 등록번호서울아00483
등록년월일2007.12.27 / 제호 : 더벨(thebell) 발행년월일2007.12.30청소년보호관리책임자김용관
문의TEL : 02-724-4100 / FAX : 02-724-4109서비스 문의 및 PC 초기화TEL : 02-724-4102기술 및 장애문의TEL : 02-724-4159

더벨의 모든 기사(콘텐트)는 저작권법의 보호를 받으며, 무단 전재 및 복사와 배포 등을 금지합니다.

copyright ⓒ thebell all rights reserved.